Michael Barnard’s TFIE Strategy Briefing
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Germany Is Still Trying To Make Hydrogen Trucks Happen
The oversubscribed subsidy call is not proof that hydrogen freight has arrived. It is proof that Germany is still paying to keep it in the…
Jul 10
•
Michael Barnard
2
1
SMRs Are Mostly Bad Climate Policy
Small reactors can be researched, but treating them as a major climate pathway delays better options.
Jul 7
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Michael Barnard
3
1
Europe Saw Truck Swapping. China Is Building The Freight-Energy Platform.
Europe is regulating freight electrification cautiously while CATL, Sinopec and Swaptopus move toward a truck-energy default European OEMs may have to…
Jul 6
•
Michael Barnard
7
2
Zero-Emission Language Is Hiding Port Electrification In Plain Sight
Long Beach’s latest clean-technology funding keeps the hydrogen door rhetorically open, while the cargo-handling denominator points to chargers and…
Jul 6
•
Michael Barnard
5
1
Shipbuilding Policy Is Now Maritime Climate Policy
Cabotage rules and weak shipyards make electrified shipping easier in Asia than the West.
Jul 5
•
Michael Barnard
4
1
Grid Storage Through 2100: Batteries Lead, Pumped Hydro Anchors
A mostly electrified world needs roughly a hundred TWh of dedicated storage, with batteries leading and flexibility reducing what storage must solve.
Jul 3
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Michael Barnard
2
1
The Truck Is Moving Faster Than The Strategy
Volvo preserved hydrogen optionality after the evidence had moved. Its long-range electric truck shows what the core product should now be.
Jun 28
•
Michael Barnard
4
1
1
Biofuels Are For The Remainder, Not The Whole System
Electrify the easy demand first; then residues, wastes and selected crops can serve aviation and shipping.
Jun 28
•
Michael Barnard
1
2
1
Bosch’s Real Hydrogen Mistake Was Strategic, Not Financial
€2.5 billion over six years was not company-scale for Bosch. The issue was what that investment distracted from.
Jun 28
•
Michael Barnard
3
1
Hydrogen Cargo Shipping Has Vessels, Not A Pathway
Hydrogen cargo vessels can work. The business system still does not.
Jun 27
•
Michael Barnard
1
1
Stop Steering With The Wrong Energy Metrics
Final energy is official. Useful energy matters.
Jun 26
•
Michael Barnard
4
1
Agrivoltaics Works Where Shade Does Farm Work
A deeper pathway review finds grazing scaling, protected crops progressing, and five-metre steel over broadacre crops still niche.
Jun 24
•
Michael Barnard
4
2
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